Winch Advisory Services, LLC

Position in IBB — iShares Biotechnology ETF

CIK 1585822 Appleton, WI

Position in IBB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$110,259

-$2,985 QoQ

Shares Held

653

-2.7% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$110,259	653	-2.7%	Shares	Sole	2026-04-30
2025-12-31	$113,244	671	-2.5%	Shares	Sole	2026-02-03
2025-09-30	$99,326	688	0.0%	Shares	Sole	2025-11-12
2025-06-30	$87,038	688	-4.0%	Shares	Sole	2025-08-07
2025-03-31	$91,704	717	+0.1%	Shares	Sole	2025-05-06
2024-12-31	$94,662	716	0.0%	Shares	Sole	2025-01-14
2024-09-30	$104,249	716	+0.1%	Shares	Sole	2024-10-21
2024-06-30	$98,140	715	-14.8%	Shares	Sole	2024-07-31
2024-03-31	$115,127	839	-6.6%	Shares	Sole	2024-05-14
2023-12-31	$121,993	898	-14.0%	Shares	Sole	2024-01-18
2023-09-30	$127,670	1,044	-4.1%	Shares	Sole	2023-11-06
2023-06-30	$138,259	1,089	-11.7%	Shares	Sole	2023-08-08
2023-03-31	$159,254	1,233	-4.4%	Shares	Sole	2023-05-10
2022-12-31	$169,364	1,290	-8.6%	Shares	Sole	2023-01-26
2022-09-30	$165,147	1,412	+0.1%	Shares	Sole	2022-10-31
2022-06-30	$165,975	1,411	-6.9%	Shares	Sole	2022-08-12
2022-03-31	$197,404	1,515	0.0%	Shares	Sole	2022-04-26
2021-12-31	$231,219	1,515	+6.4%	Shares	Sole	2022-02-04
2021-09-30	$230,232	1,424	-5.0%	Shares	Sole	2021-11-10
2021-06-30	$245,311	1,499	+1.1%	Shares	Sole	2021-08-05
2021-03-31	$223,280	1,483	+8.2%	Shares	Sole	2021-05-03
2020-12-31	$207,692	1,371	+1.6%	Shares	Sole	2021-02-09
2020-09-30	$182,668	1,349	+6.5%	Shares	Sole	2020-11-04
2020-06-30	$173,186	1,267	+7.7%	Shares	Sole	2020-08-12
2020-03-31	$126,702	1,176	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.